Certified Tax Specialist

Give your clients investment related tax advice.

Continuing Education


In addition to earning continuing education (CE) credits that may be required by your state insurance department your CTS designation will count toward our Master of Science in Financial Services degree.

  • free quarterly updates—we review, analyze, and condense related topics from more than a dozen daily, weekly, and monthly financial publications to save you hundreds of research hours
  • referral service—our “Find an Advisor” listing service raises your profile with potential clients seeking your expertise
  • free annual reference sheets—we update our single-topic reference sheets annually to put the latest wisdom at your fingertips


Find out if the CTS designation is approved for CE credits in your state.

Click on a state below.


All IBF programs qualify for CE credit required by the CFP Board and the American College’s PACE program. IBF designations also satisfy the CE requirements of the securities industry.

California Board of Accountancy45.0
CFP Board15.0
National Association of Personal Financial Advisors60.0
Professional Achievement in Continuing Education 

CE credit approvals are subject to change, so be sure to check with your state or professional organization for current credit approval policies.

We will provide course completion information for CE credit upon request. Contact the IBF Student Services Department for details.

Questions? Contact us.

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